I think that says as much about those other companies as it does about Google. Namely, that despite Google's reputation for having become a bloated bureaucracy,

I think that says as much about those other companies as it does about Google. Namely, that despite Google's reputation for having become a bloated bureaucracy, there are in fact economies of scale happening at Google, and in fact it's those other companies that are bloated. 8,000 employees for collecting and searching logs? 5,000 employees for a data warehouse? Even accounting for the share of sales, marketing and G&A employees that contribute to Google's equivalent products, I'd be shocked if Google has anywhere near as many employees working on these things. In fact it's even worse than that. A lot of Google's employees are dedicated to maintaining tools and infrastructure that Google built up over decades and hundreds of thousands of engineer-years because "the cloud" didn't exist when Google started. These other companies get all that "for free" (or rather, for nominal pay-as-you-go fees -- but certainly without the massive engineering investment that Google put in over the years) by building on AWS, GCP, or Azure. Without public clouds and the vast growth in open-source cloud infrastructure tooling, those other companies likely wouldn't be viable businesses.